Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,378 | $152,619-50.6% | $125,195-39.8% | $152,909-50.7% |
| Participation rate | 22.7% | 83.3%-60.6pp | 79.8%-57.1pp | 82.5%-59.7pp |
| Annual return | 16.72% | 54.85%-38.1pp | 43.79%-27.1pp | 345.46%-328.7pp |
| Employer contribution / active EE | $825 | $4,947-83.3% | $3,866-78.7% | $4,764-82.7% |
| Participant deferral / active EE | $3,014 | $5,869-48.6% | $4,937-39.0% | $5,851-48.5% |
| Admin fee / account holder | $42 | $13,437-99.7% | $9,704-99.6% | $11,601-99.6% |